Aimee Willow Connex

Customer Onboarding Team Leader Location: Sale, Manchester Salary: £40k-£50k The Role Responsibilities: Coordinate the day-to-day team activities, overseeing workflow queues, prioritisation and case allocation to ensure timely, high-quality and compliant customer outcomes Monitor performance using MI, identifying risks, backlogs or deviations and taking prompt corrective action to maintain service standards Conduct regular quality assurance checks, ensuring adherence to processes, data accuracy and regulatory requirements, with clear feedback and coaching provided Maintain robust record-keeping standards across the team, ensuring all customer interactions and documentation are accurately captured and stored Provide hands-on operational support during peak periods to ensure continuity of service and delivery against SLAs Lead daily team huddles to review performance, set priorities and drive focus on key risks, issues and improvement opportunities Apply structured problem-solving to resolve operational issues at source, escalating where required and supporting consistent ways of working Drive continuous improvement by identifying trends (including complaints and MI), sharing insights and implementing enhancements to customer experience and processes Build strong relationships across the wider business, collaborating with stakeholders to share best practice and improve overall onboarding performance Lead, coach and develop a high-performing team, setting clear objectives, driving accountability and fostering an inclusive, engaged culture Manage performance, capability and development through regular feedback, training, succession planning and alignment to the Training & Competence framework Oversee recruitment, onboarding and employee relations in partnership with HR, ensuring a fair and consistent approach WE WOULD LOVE TO HEAR FROM YOU IF HAVE: Prior experience working with customers, demonstrating high standards of service and providing excellent customer outcomes Effective leadership capability - people management, coaching & development, operational execution and change management Proven experience of working proactively and taking initiative Ability to work independently as well as collaborate with the team and wider business Highly numerate with analytical ability Excellent communication skills both written and verbal, ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments Strong interpersonal skills, quick to develop and maintain relationship both internally and externally IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing role Previous knowledge and experience of the Asset Finance industry. Good knowledge of Microsoft Products Experience of lean management and applying operational excellence tools or techniques

Commercial Brokering Director Location: South East- (Must be able to get to Peterborough office) Salary: £65k- £85k Plus Bonus The Role We're looking for a talented Director who thrives in a dynamic environment and embraces the chance to tackle complex challenges. You'll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Financial Solutions will go beyond the numbers - it's about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results. Responsible for the acquisition of new business from the company offices within your designated area, and for generating your own introductions from a range of introducers. You will have day to day responsibility for managing the transition of each prospect to a client, for managing those clients whom you have obtained funding for, to ensure that the facilities are running smoothly, mediating on the clients behalf with the funders where necessary and ensure that if a client terminates a facility that you are given the opportunity to act on their behalf to obtain an alternative funding solution. You should be able to explain clearly to staff what funding options are available to their client's and why you have chosen to place business with a specific funder. You will be responsible for presenting to company Partners, to networking events and seminars to build the company brand. As part of the team, you will liaise with the Directors on an on-going basis as appropriate to provide input into the future direction and growth of the Company. What We're Looking For: Can quickly gain a clear understanding of a prospects business and their funding needs so that the company utilises the correct funder at every opportunity. Ability to be able to understand & identify the funding solutions available in the market. Be able to present to the prospect the suitable solutions and the benefits of each of them. Provide strategic guidance to clients on debt structures. Collate the information from the client and package it for the lender(s). Liaise between prospect and funder to ensure that each transaction is completed smoothly and in the appropriate time scales. Ensure that we have the appropriate agreements in place. Excellent sales negotiation skills, interpersonal skills, excellent communication skills both written and verbal plus attention to detail. You must be financially literate and able to interpret a set of financial statements. Prior experience of using CRM system to plot and pro-actively manage the progress of each client. Proven ability to deliver sales targets within an agreed time frame. Communicate the core values of the company. Ability to create satisfactory presentation material for in house and external presentations. Ability to stay abreast, and report on all funding options that become available in the marketplace.

Commercial Brokering Director Location: Midlands Salary: £60,000-£85,000 depending on experience The Role We're looking for a talented Director who thrives in a dynamic environment and embraces the chance to tackle complex challenges. You'll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Financial Solutions will go beyond the numbers - it's about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results. Responsible for the acquisition of new business from the company offices within your designated area, and for generating your own introductions from a range of introducers. You will have day to day responsibility for managing the transition of each prospect to a client, for managing those clients whom you have obtained funding for, to ensure that the facilities are running smoothly, mediating on the clients behalf with the funders where necessary and ensure that if a client terminates a facility that you are given the opportunity to act on their behalf to obtain an alternative funding solution. You should be able to explain clearly to staff what funding options are available to their client's and why you have chosen to place business with a specific funder. You will be responsible for presenting to company Partners, to networking events and seminars to build the company brand. As part of the team, you will liaise with the Directors on an on-going basis as appropriate to provide input into the future direction and growth of the Company. What We're Looking For: Can quickly gain a clear understanding of a prospects business and their funding needs so that the company utilises the correct funder at every opportunity. Ability to be able to understand & identify the funding solutions available in the market. Be able to present to the prospect the suitable solutions and the benefits of each of them. Provide strategic guidance to clients on debt structures. Collate the information from the client and package it for the lender(s). Liaise between prospect and funder to ensure that each transaction is completed smoothly and in the appropriate time scales. Ensure that we have the appropriate agreements in place. Excellent sales negotiation skills, interpersonal skills, excellent communication skills both written and verbal plus attention to detail. You must be financially literate and able to interpret a set of financial statements. Prior experience of using CRM system to plot and pro-actively manage the progress of each client. Proven ability to deliver sales targets within an agreed time frame. Communicate the core values of the company. Ability to create satisfactory presentation material for in house and external presentations. Ability to stay abreast, and report on all funding options that become available in the marketplace.